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Suggest for Mapping on Import
#1
When user will import some file to any module, is necessary create a Mapping from column in file to field in CRM.

Normaly each module have a lot of fields, and found each fields in list, is a hardy work. There another problem with you forgot mapping any mandatory field.

Normaly, user needs prepare you spreadsheet with one column for each mandatory field, before starting this job.

I suggest, coreBOS list all mandatory fields in top of this pick list.

I think this simple change, turn this process much more easy and faster.


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Messages In This Thread
Suggest for Mapping on Import - by rslemer - 05-04-2018, 05:07 PM
RE: Suggest for Mapping on Import - by joebordes - 05-16-2018, 04:11 PM
RE: Suggest for Mapping on Import - by rslemer - 05-16-2018, 05:14 PM
RE: Suggest for Mapping on Import - by joebordes - 05-16-2018, 09:38 PM

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